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Sax Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sax Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.82M Sell
174,872
-696
-0.4% -$23.9K 0.17% 92
2026
Q2 		$5.35M Buy
175,568
+110,698
+171% +$3.65M 0.22% 81
2026
Q1 		$1.92M Sell
64,870
-88
-0.1% -$2.74K 0.09% 122
2025
Q4 		$1.92M Buy
64,958
+32,044
+97% +$937K 0.09% 124
2025
Q3 		$958K Sell
32,914
-129
-0.4% -$3.67K 0.05% 192
2025
Q2 		$914K Hold
33,043
– – 0.06% 184
2025
Q1 		$878K Buy
33,043
+142
+0.4% +$3.81K 0.06% 158
2024
Q4 		$858K Hold
32,901
– – 0.07% 134
2024
Q3 		$881K Hold
32,901
– – 0.08% 103
2024
Q2 		$812K Sell
32,901
-4,050
-11% -$100K 0.08% 104
2024
Q1 		$936K Hold
36,951
– – 0.11% 73
2023
Q4 		$863K Sell
36,951
-420
-1% -$9.18K 0.14% 81
2023
Q3 		$803K Hold
37,371
– – 0.16% 80
2023
Q2 		$836K Hold
37,371
– – 0.17% 76
2023
Q1 		$817K Buy
37,371
+738
+2% +$16.4K 0.18% 73
2022
Q4 		$806K Hold
36,633
– – 0.19% 71
2022
Q3 		$714K Hold
36,633
– – 0.18% 74
2022
Q2 		$762K Hold
36,633
– – 0.19% 74
2022
Q1 		$872K Hold
36,633
– – 0.21% 67
2021
Q4 		$894K Buy
+36,633
New +$868K 0.19% 74

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Sax Wealth Advisors's SCHV Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.4% in Q3 2026, selling an estimated $23.9K and leaving 174,872 shares worth $5.82M. The position accounts for 0.17% of the portfolio, ranked #92.

Sax Wealth Advisors first reported a position in SCHV in Q4 2021 and has held it in 20 quarters since. 79 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Sax Wealth Advisors held 174,872 shares of Schwab US Large-Cap Value ETF worth $5.82M as of Q3 2026.
  • Sax Wealth Advisors sold 696 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $23.9K.
  • Schwab US Large-Cap Value ETF made up 0.17% of Sax Wealth Advisors's portfolio in Q3 2026, its #92 holding.
  • Sax Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 79 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.